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Our Services

Estate Planning

Preparing your assets and assisting in their distribution to heirs and beneficiaries

Retirement Plans

Assistance in choosing the right plan for your business based on multiple factors.

Asset Rollovers

Helping you through the rollover process and on track for your planned retirement.

Portfolios

Building diversified portfolios using mutual funds and securities products.

Investments in mutual funds involve risk including possible loss of the principal amount invested. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate; investors shares when redeemed, may be worth more or less than their original cost you should consider the investment objectives, risks and charges and expenses of this fund carefully before investing. Most funds are offered in more than one class of shares. When deciding whether to purchase a particular class of shares, investors should consider the investment amount, anticipated holding period and other important factors. This report and its attachments were prepared from data believed reliable but not guaranteed by us to be complete or without error. Nothing herein constitutes an offer of securities or a solicitation of the purchase or sale thereof. Opinions expressed are subject to change without notice. Securities offered through Westminster Financial Securities, Inc., members FINRA and SIPC. Prospectuses available upon request.

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